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Rowland Carmichael Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Rowland Carmichael Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-120
Closed -$16K – 303
2016
Q4 		$16K Hold
120
– – 0.01% 290
2016
Q3 		$15K Hold
120
– – 0.01% 273
2016
Q2 		$15K Sell
120
-130
-52% -$15.9K 0.01% 279
2016
Q1 		$30K Buy
+250
New +$28.6K 0.03% 184

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rowland Carmichael Advisors's IWV Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of iShares Russell 3000 ETF (IWV) in Q1 2017, closing a stake of 120 shares — an estimated $16K sold.

Rowland Carmichael Advisors first reported a position in IWV in Q1 2016 and held it in 4 quarters. The position peaked at $30K in Q1 2016. 345 funds tracked by Wall St. Rank hold IWV as of Q1 2017.

  • Rowland Carmichael Advisors reported no remaining iShares Russell 3000 ETF position as of Q1 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 120 iShares Russell 3000 ETF shares in Q1 2017, an estimated $16K.
  • Rowland Carmichael Advisors first reported a position in iShares Russell 3000 ETF in Q1 2016 and held it in 4 quarters.
  • Rowland Carmichael Advisors's iShares Russell 3000 ETF position peaked at $30K in Q1 2016.
  • 345 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.